Pipedrive
Pipedrive is a sales CRM and pipeline management platform.
Features
| Feature Name | Supported | Notes |
|---|---|---|
| Capture deletes | ACTIVITY, ACTIVITY_TYPE, DEAL, NOTE, ORGANIZATION, PERSON, PIPELINE, PRODUCT, STAGE, and USER tables. | |
| History mode | DEAL_HISTORY, LEAD_HISORY, and LEAD_LABEL_HISTORY tables. | |
| Custom data | ||
| Data blocking | ||
| Column hashing | ||
| Re-sync | ||
| Row filtering | ||
| API configurable | API configuration | |
| Priority-first sync | ||
| Fivetran data models | ||
| Private networking | ||
| Authorization via API |
Supported deployment models
We support the SaaS Deployment model for the connector.
Setup guide
Follow our step-by-step Pipedrive setup guide to connect Pipedrive with your destination using Fivetran connectors.
Sync overview
We sync mail_messages associated with a given deals endpoint.
Due to Pipedrive email privacy policy:
- Unless the authenticated Pipedrive user has Admin access, we only sync email messages associated with the authenticated user;
- Through the
dealsendpoint, we don't have access to emails owned by a different user if their email privacy settings are set to Private.
Pipedrive does not include milliseconds in its timestamps. If a deal in Pipedrive is updated multiple times within 1 second, all the modifications have the same timestamp. Due to this limitation with Pipedrive, if a deal is updated multiple times within 1 second, we sync only the latest modification while performing historical syncs for the DEAL_HISTORY table.
For more information, see the Pipedrive documentation.
Incremental tables
We use the Recents endpoint and API query parameters to capture incremental data.
Tables synced using Recents endpoint
We use the Recents endpoint to incrementally sync the following tables:
ACTIVITY_TYPEFILENOTEUSER
The Recents endpoint returns data only from the last 30 days. If you pause a connection deselect these tables for more than 30 days, data gaps may occur. To maintain data integrity, we automatically re-import these tables when you reselect them or resume the connection.
Tables synced using API query parameters
We use the API query parameters to incrementally sync the following tables:
ACTIVITYDEAL_HISTORYGOALORGANIZATIONPERSONPIPELINEPRODUCTSTAGE
Reimport tables
We re-import the LEAD_HISTORY during every sync.
We re-import the following tables once a day:
ACTIVITY_FIELDCALL_LOGCURRENCYDEAL_FIELDFILTER_HELPERLEAD_LABEL_HISTORYLEAD_SOURCEPERMISSIONPERMISSION_ASSIGNMENTPERMISSION_SETPROJECTROLETASKTEAMTEAM_USER
Schema information
This schema applies to all Pipedrive connections.